Position in PATK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$309,829
-$73,472 QoQ
Shares Held
3,451
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#203
of 331 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PATK Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026Twin Lions Management LLC holds $14,140,308 across 2 Recreational Vehicles names. PATK ranks #2 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBUU |
Malibu Boats, Inc.
|
504,210 | $13,830,479 | |
| 2 | PATK |
Patrick Industries Inc
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|
3,451 | $309,829 |
All Filings in PATK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,829 | 3,451 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $383,301 | 3,451 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,171,685 | 29,251 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,025,430 | 29,251 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,810,747 | 84,651 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,158,088 | 84,651 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,900,892 | 119,173 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||